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郭家耀: 港股技術走勢改善 螞蟻整改料有利阿里(09988.HK)
阿思達克 09-07 09:37
獨立股評人郭家耀稱,美股周一(6日)假期休市,恆指夜期表現靠穩,預料大市早段溫和高開。內地股市昨日造好,滬綜指低開高走,收市上升1.1%,滬深兩市成交額略為縮減。 受內地股市走勢帶動,港股表現向好,指數重上26,000點水平。新經濟股普遍上升,利好大市氣氛,成交亦保持活躍。外圍走勢向好,港股再次企穩26,000點水平,技術走勢改善,預料短期可進一步上試26,500點阻力,下方支持在25,500點附近。 另據報阿里(09988.HK)旗下螞蟻集團將與多間有政府背景的企業,聯手成立一間個人信用評分公司,處理螞蟻集團所掌握逾10億消費者的數據庫。螞蟻集團、浙江省旅遊投資集團將各持合資公司35%股份,其他股東為浙江電子口岸、杭州市金融投資集團、傳化集團,各股東擬合共投資約5億美元,作為合資公司的註冊資本。據監管整改要求,螞蟻集團已陸續分拆核心業務,早前消費貸款業務重組,設立重慶螞蟻消費金融有限公司。公司由螞蟻集團持有50%股權作為大股東,並引入國有資本的南洋商業銀行、中國華融資產管理。螞蟻積極應監管要求作出整改劃,具國企背景的企業持有信用評分合資公司較大比重股權,股權結構或有助螞蟻重啟IPO。當整改消息落實,將有恢復市場對阿里信心,有助估值修復。 (本人沒持有上述股份)~
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